Don't expire - Simplify Your Windows Migration
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- Laura Cameron
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1 SOLUTION BRIEF: ENDPOINT MANAGEMENT Don't expire - Simplify Your Windows Migration Who should read this paper Windows XP Customers and those looking to migrate to Windows 7 or Windows 8.
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3 Content Introduction Migration Expertise Integration Automation Forward-looking Technology Getting Started with Your Migration Strategy Communication Defined Realistic Expectations Identifying Opportunities Staying Focused The Symantec Approach to Windows Migration Phase 1 - Assess Phase 2 - Prepare Build Standardized Images Prepare Applications Generate User Personality Templates Build Automated Migration Tasks Back Up User Systems Phase 3 - Migrate Phase 4 - Manage Why Symantec?
4 Introduction Most organizations know that mainstream support for Windows XP ended four years ago, extended support will expire in April No more support means no more security patches and fixes, as well as no more guarantees of application and hardware compatibility. The bottom line is that any computers still running XP after the 2014 deadline will become significant security and compliance risks and disrupt business continuity. Unfortunately, many don t realize the negative impact that not migrating off of XP will have on their organization. If you still have users on Windows XP, you can t afford to delay their migration any longer. The support expiration for Windows XP isn t the only reason to consider a migration to Windows 7 or Windows 8. In addition to enhanced security and greater application and hardware support, you can expect to increase end-user productivity, improve connectivity, and lower your PC support costs. You can enjoy productivity features like Libraries and Federated Searches that accelerate housekeeping and other routine tasks so users can focus on contributing real value. Security enhancements such as BitLocker and AppLocker isolate and protect critical information and system assets from theft, loss, and corruption. Connectivity improvements such as DirectAccess and BranchCache deliver on Microsoft's promise of secure, trouble-free access across the LAN and beyond. Source: IDC, Inc. Mitigating Risk: Why Sticking with Windows XP Is a Bad Idea, Al Gillen, Nancy Selig, Randy Perry, May
5 Source: IDC, Inc. Mitigating Risk: Why Sticking with Windows XP Is a Bad Idea, Al Gillen, Nancy Selig, Randy Perry, May 2012 A Windows migration can also be the perfect opportunity to clear out leftover stopgaps, workarounds, and inefficiencies from earlier implementations. It s your chance to wipe the slate clean for your users PCs. On-demand, user-based provisioning combined with standard configurations and structured change management procedures can help you release the full power of today's hardware and software and lock in the long-term rewards of a manageable, sustainable environment. Microsoft also provides an XP Mode (a virtual instance of Windows XP), which lets you run indispensable legacy applications on top of Windows 7 or Windows 8 until you can transition to newer applications. "...supporting older Windows XP Even though a Windows migration enables you to reap significant productivity, security, and installations, compared with a control benefits, it can still be an intimidating task. With any migration of scale, the challenge is modern Windows 7-based solution, to execute it in an efficient, cost-effective, and sustainable manner, while protecting end-user saddles organizations with a productivity. Symantec can help you meet that challenge with migration and deployment dramatically higher cost." solutions that streamline processes to cut the expense, delay, and disruption of your migration and keep you in control. -IDC White Paper, sponsored by Microsoft, Mitigating Risk: Why Migration Expertise Sticking with Windows XP Is a Bad In the past, migrations involved manually collecting inventory and configuration data, throwing Idea, May 2012 together solutions from disparate tools, writing and testing scripts to handle endless contingencies and dependencies, plus a thousand other endless routines that exhausted time, energy, money, motivation, and executive patience. Symantec takes a different approach, combining world-class technologies into solutions that handle the busywork to simplify your Windows migration so you can keep your focus on the issues that matter most. Symantec has deployed more than 300 million desktops and notebooks to Windows 2000, XP, Windows Vista, Windows 7 and Windows 8. In addition, Symantec engineers have built a decade of experience into every Symantec solution, with an integrated approach that leverages fully-automated and forward looking technologies that turn your migration challenges into new opportunities and benefits. 2
6 Integration Symantec solutions don't just push an OS image. First, they inventory hardware and software, assess configurations, and capture application settings and user data. After deploying an image to a PC, they install packaged applications on the PC tailored to user or role requirements, and then reconfigure the migrated computer as necessary all managed from a single console and a single architecture. This integrated approach eliminates custom scripts and unnecessary help desk support calls by simply making the PC ready to use as soon as the migration finishes. Automation Step-by-step manual migration processes waste valuable time and personnel resources. That s why Symantec has designed its migration tools to automate the process from end-to-end. These integrated and automated tools have allowed thousands of Symantec customers to migrate millions of computers in just one job, using a single, hardware-independent image often remotely, without ever physically touching the computers being migrated. Forward-looking Technology Symantec delivers native support for sector and file-based imaging. It lets you start your migration from wherever you are, whether it s XP or Vista machines. You can migrate based on business needs, not software limitations. It enables you to deploy standard images with software and configurations appropriate for your environment. As the key deployment partner for Dell, HP, Fujitsu, and IBM, Symantec supports the most advanced hardware-based management technologies, including Wake-on-LAN, PXE, Intel vpro TM and many more. As a result, you can take full advantage of your hardware investments and perform migrations during evenings or off-hours. Getting Started with Your Migration Strategy Having a sound migration plan along with an integrated, automated migration solution is key to a smooth migration. Making sure your team is ready for the migration is just as important. To get and keep your team prepared, the following elements need to be guiding elements in your migration strategy: Communication Defined realistic expectations Identifying new opportunities Staying focused Communication Successful migrations depend on coordination with people across the organization. As part of your migration plan, you need to identify who within your organization will need to see or approve various aspects of your migration plan. You then need to plan how and when you will keep them informed and involved. Make sure to establish a standard interval of communication that covers progress, challenges, project timing, and other information that your key stakeholders deem important. 3
7 Defined Realistic Expectations Even good results can seem like a failure if expectations are unrealistic, not aligned with business goals, or are simply not communicated. As you make your migration plan, work with key stakeholders to understand their objectives and to make sure that you are setting achievable goals and milestones. Make sure to use your defined communication plan to keep your key stakeholders informed of the status and progress along the way. Over communication in this scenario is always preferred over irregular or no communication at all. Identifying Opportunities A Windows migration is a perfect time to identify opportunity targets. Look for ways to improve and automate processes, as well as improve standardization, management automation, compliance, and security. Some opportunity targets to consider include the following: Defining and implementing computer naming standards Standardizing software versions Eliminating overlapping software or unused software Resolving security vulnerabilities Harvesting and consolidating software licenses Adding capabilities for client and asset management Implementing information management technologies to back up data Leveraging software delivery alternatives, such as software virtualization and streaming Staying Focused Migrations present natural opportunities to improve, but watch out for out-of-scope distractions such as departmental requests for new software rollouts during migrations. Stay focused on migration-related projects to avoid costs and scope creep that can jeopardize your success. The Symantec Approach to Windows Migration Symantec integrates automated, up-to-date migration and deployment solutions backed by years of experience with millions of deployments. Symantec offers a comprehensive range of endpoint, data protection, endpoint virtualization, and management solutions to help you lock in your success. 4
8 Based on years of experience with other OS migrations, along with the capabilities and opportunities presented by Windows 7 and Windows 8, Symantec has developed a 4-phase process to simplify and ensure your migration success: Assess Prepare Migrate Manage Phase 1 - Assess Whether you re migrating to Windows 7 or Windows 8, the first step in your migration effort is to assess your environment and plan your deployment. This includes discovering and evaluating patterns of hardware, software, and application use in your end-user environment. It requires identifying and planning for network and management issues that need to be addressed. To help in that assessment and planning, Symantec provides solutions that help you determine your hardware, software, and licensing readiness to help overcome barriers for a smooth migration. Reliable, current information about hardware, software deployment and use, and network assets helps you plan your migration effectively and assemble the resources you will need. This information enables you to minimize any identified coverage gaps and better address business issues and cycles in your plan. Misunderstandings about timing, costs, and service levels can compromise even a technically perfect migration. 5
9 The following represent key aspects of the assessment phase of any Windows migration: Discover devices across your network (managed and unmanaged) Run hardware and software inventory scans Monitor actual application use for license optimization and re-harvesting opportunities Create and analyze hardware readiness reports to assess requirements Plan how you will use multicasting, streaming, local file shares, and package servers to help minimize LAN and WAN impacts Assess software readiness, and prioritize application testing and migration Calculate and report the time, costs, hardware, and personnel for your plan Identify dependencies both technical and organizational embedded in the plan Negotiate clear, measurable Service Level Agreements (SLAs) with key stakeholders Create communication plans and communication frequency Identify and communicate potential issues and risks Phase 2 - Prepare During the preparation phase of your Windows migration you need to build standardized images, identify application compatibility issues, build/virtualize application packages, generate user personality templates, build automated migration tasks, test those migration tasks, and perform backups of your users systems. Build Standardized Images The fastest, most consistent way to migrate your hardware to a new operating system is through the deployment of standardized images. To give you the flexibility to use the image format that you feel will work best for your environment, Symantec gives you the option of creating a single hardware-independent image or a small set of base images. As you prepare your images, it s a good security practice to use standard configurations throughout your organization. This helps reduce security gaps and vulnerabilities. Also, it s a best migration practice to keep your images as small and generic as possible, adding only applications that must be installed on all computers with that base image. You can still automatically install any additional applications within the same job as needed by your various computers, but separate from the base OS image deployment. In complex environments, using a small set of base images may be more effective, even though this approach requires more image maintenance. Regardless of your image strategy, you will want to create OS images with settings and configurations standardized for multiple users and only those applications common to all users. Drivers can be injected post image, so they do not need to be included in the image, which can greatly reduce image size and ongoing maintenance. 6
10 Prepare Applications Applications are at the core of your user productivity. Most commercial applications currently support or will support Windows 7 or Windows 8, but you need to identify upfront which applications are currently supported and which ones aren t. This requires that you test all your applications together in your new Windows environment. Any unsupported applications, including legacy and custom applications, either need to be remediated or replaced. Issues involving unsupported applications can be addressed in a variety of ways, including policies, repackaging, application virtualization, replacement by new technology, or as a last resort though debugging and code changes. If you plan to repackage applications, a repackaging application such as AdminStudio for Symantec can greatly simplify this effort. Regardless of what repackaging solution you use, be sure to document your corporate repackaging standards. This should include user interactions during the installation, destination directories, and common templates. Also to ensure consistent migration and deployment, be sure to build and use process templates. As part of your application preparation, you ll need to establish the order in which you will migrate your applications. You ll need to identify any applications that were not built into your OS images and prepare them for on-demand delivery. Additionally, your Windows migration provides an ideal time to ensure your security software is consistent and up-to-date across your entire organization with the latest Symantec protection products. Generate User Personality Templates Most computer users simply do not like change. When users start up their new computers after a migration, they want to see exactly what they saw on their old machines the same settings, drive mappings, printers, background pictures, and everything they've personalized. This makes it easier for them to get right back to work. That s why the successful transfer of end-user network, OS, application, settings, and other customizations can make or break your OS migration. Capturing those settings and applying them to your new Windows environment is an essential requirement to maintaining productivity and accelerating acceptance. When you generate personality templates for your users, pay close attention to the following: Migration of global settings such as printer and network drive mappings, favorites, and security settings Application settings, especially for custom applications Application reinstallation for custom applications that the user employs that might not be part of the standardized image Data files to be included in the migration should be decided upon, while others should be left for end users to discard or transfer Symantec also gives you the ability to use its backup technologies to save all your user data to a central location or on the machine being migrated, which then enables you to use a "light" personality capture of user settings for the migration. If you have multiple users on a single computer, or users that roam, you might also want to consider using virtual user profiles to make future migrations easier. Build Automated Migration Tasks Once you have the individual elements of your migration in place, you need to tie them together by encapsulating templates and files into an automated job or workflow sequence such that completion of one task will automatically trigger the next. At a high level, these tasks will include capturing the user personality settings using the template you created, deploying your OS image, installing your packaged 7
11 applications and restoring your personality settings. You can leverage pre-defined sample jobs and wizards to accelerate these processes and reduce errors. Back Up User Systems Before any major change to your users environments, be sure recent backups will be in place before the migration occurs and easily recoverable if needed after the migration. Even the most well-planned and properly executed migration can encounter unforeseen problems. To ensure business continuity and user productivity, you need to take the necessary steps to prevent data loss of any locally stored user files and ensure you have the means restore users computing environments to another PC or virtual environment if necessary. Phase 3 - Migrate A successful large-scale migration requires knowing what to expect ahead of time. That s where a pilot migration can be a lifesaver. A pilot migration lets you simulate each step of the process for thorough testing and evaluation to ensure a smooth transition. Select specific users to participate in the pilot that will produce the best cross-section of real-world results. For your pilot you ll want to put in place any new servers purchased for the migration. You ll also need to make any necessary network adjustments, such as enabling multicasting. For subnets or small locations, you can assign desktop computers to act as multicast masters. Depending on the size of your organization, you might want to consider executing phased pilot migrations, which introduces more pilot participants after each successful phase of the pilot. Regardless of whether you implement a single pilot or multiphased pilot, document the successes, failures and issues encountered during the pilot. This will facilitate your ability to better analyze the operation of the overall migration process and allow you to make any necessary adjustments. Once you have successfully completed the pilot program, you are now ready to start the main migration project. Make sure you have defined whether you are going to execute the migration in phases, in large batches, or gradually as part of hardware attrition. During and after your migration, you need to measure, report, and analyze the success of your efforts. Good reporting lets your executive team track your migration from a distance, and helps you capture what you've learned for next time. Your migration analysis and reports should include the following: Systems successfully migrated Problems encountered Step-by-step migration status Missing patches License verification data Real-time usage data from on-demand applications 8
12 Phase 4 - Manage Once you ve migrated to Windows 7 or Windows 8, you need to be able to maintain and manage your new environment in an efficient and cost-effective manner that will sustain your IT environment for years to come. The migration itself presents an excellent opportunity to upgrade to higher levels of manageability with endpoint management solutions that contribute to your migration in a way that justifies their cost as well as delivers long-term IT administration benefits. The following Symantec solutions not only automate and simplify your migration efforts, but they can help you secure and manage your IT resources long after your migration is complete: Endpoint Management solutions from Symantec drive down IT costs, improve efficiencies with comprehensive configuration mangement, take control and automate your IT infrastructure. Altiris TM Client Mangement Suite from Symantec Altiris TM Deployment Solution from Symantec Third-party Solutions Arellia Local Security Solution and Arellia Application Control Solution ( Altrincis Solutions DeployXpert ( Application Packaging and Virtualization locks in migration gains. User-manageable workspaces keep productivity high without compromising OS standardization. On-demand streaming helps cut license costs. Profile virtualization supports roaming, backup and restoration of personality and profile settings across machines, environments, and operating systems. Symantec Workspace Virtualization Symantec Workspace Streaming Third-party Solutions AdminStudio for Symantec ( Security and Data Loss Prevention solutions from Symantec help you keep up with the dramatic evolution of today s global threat environment protecting you against targeted attacks, stealth attacks, multi-vector attacks, morphing attacks, and new breeds of innovative threats from the organized ranks of professional cybercriminals. Your migration is an ideal time to replace patchwork legacy security measures with powerful, integrated solutions, featuring centralized management according to clear, enforceable policies. Symantec Endpoint Protection Symantec Protection Suite Symantec Data Loss Prevention Symantec Encryption Solutions 9
13 Backup and Recovery solutions from Symantec simplify pre-migration backups of user data, which cut the risks of data loss during migration and as end-users adjust to their new file-management interface and features. Additionally, end-user granular recovery lets them restore a complete system, a single file or folder quickly without help desk intervention. Symantec System Recovery Backup Exec Desktop Edition Why Symantec? After millions of migrations, Symantec has never lost sight of how to address end-user concerns without increasing work, complexity, and risk for IT. Symantec migration and deployment solutions integrate and streamline migration processes to reduce the expense, delay, and enduser disruption from your migration and keep you in control. Leveraging integration, automation, manageability, and forward-looking technologies during your migration save time, money, and end-user patience. When you apply those savings to advanced Symantec solutions for security, virtual environments, data protection, and management, you secure not just the one-time rewards of a smooth migration, but long-term reliability, productivity, and security from an up-to-date, efficient, manageable IT environment. The process outlined in this brief provides a framework for a successful Windows migration using powerful automated solutions available from Symantec. Here are some additional sources of detailed information: From best practices to white papers, events, and downloads, and more, Symantec has everything you need to successfully plan and execute an enterprise-wide Windows 7 or Windows 8 migration. Visit for more information. Symantec Connect is an online community where you can collaborate, learn and share ideas about Symantec solutions at 10
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15 About Symantec Symantec protects the world s information, and is a global leader in security, backup, and availability solutions. Our innovative products and services protect people and information in any environment from the smallest mobile device, to the enterprise data center, to cloud-based systems. Our worldrenowned expertise in protecting data, identities, and interactions gives our customers confidence in a connected world. More information is available at or by connecting with Symantec at go.symantec.com/socialmedia. For specific country offices and contact numbers, please visit our website. Symantec World Headquarters 350 Ellis St. Mountain View, CA USA +1 (650) (800) Copyright 2013 Symantec Corporation. All rights reserved. Symantec, the Symantec Logo, and the Checkmark Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. 5/
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